PATHWAY FINANCIAL ADVISORS, LLC

2 Market Street
South Burlington, Vermont 05403
Tel: 802-660-7086

About PATHWAY FINANCIAL ADVISORS, LLC

PATHWAY FINANCIAL ADVISORS, LLC, formally registered with the SEC as PATHWAY FINANCIAL ADVISORS, LLC. The firm was established in 08/15/2005. They have over 2 offices throughout the country.

PATHWAY FINANCIAL ADVISORS, LLC is a South Burlington, Vermont based Financial Planning firm with nearly $782,973,506 assets under management, offering retirement planning & investment advisory services to 912 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124801
SEC#	801-64598
Assets Managed by Firm	$782,973,506
No. of Clients	912
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSULTING SERVICES ON MATTERS NOT INVOLVING SECURITIES)

Firm Client Information

	No. of Clients	AUM
Firm Total	912	$782,973,506
Individuals (other than high net worth individuals)	68	$36,296,064
High net worth individuals	132	$714,160,797
Pension and profit sharing plans	Fewer than 5 clients	$32,516,645

More Retirement Planning firms in South Burlington, Vermont:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NLG CAPITAL, INC. One National Life Drive Montpelier, VT, 05604	$35,941,367,795	8	43
CHAMPLAIN INVESTMENT PARTNERS, LLC 180 Battery Street, Suite 400 Burlington, VT, 05401-5334	$17,319,756,035	119	42
MANCHESTER CAPITAL MANAGEMENT LLC 3657 Main Street Manchester, VT, 05254	$3,688,455,226	1684	37
MAPLE CAPITAL MANAGEMENT, INC. 535 Stone Cutters Way Montpelier, VT, 05602	$1,723,412,484	2649	23
TRG INVESTMENT ADVISORS, LLC 48 Harris Place Brattleboro, VT, 05301	$1,113,838,194	534	7

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